This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
Providing impartial advice on pension and investment matters for over 23 years.
If you are looking for an adviser you can contact build a lasting relationship with then Philip Church could be the adviser you need.
He listens to what you and your family need and tries to build a financial plan that fits to what you need within the resources you have.
Trust has to be earned and his gentle manner has helped young and old feel at ease when making big financial decisions.
Married for over 30 years with a family, he speaks in a simple language while explaining complex financial products.
We also have a mortgage adviser , walking you through the ups and downs of your first house purchase to the complexities of equity release and buy to let loans.
Helping clients make the big financial decisions, while trying to explain it in a language they can understand.
Particularly in the retirement market where a lot of information is given by providers.
We slowly go over the options explaining the advantages and disadvantages of each option and help you make the right choice.
Established in 1993 in the pensions and investment industry , you will hopefully benefit from this wealth of knowledge.
Then we hope to see you again at the review in twelve months time with ongoing advice and building the trust over the coming years.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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